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Van Hulzen Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Van Hulzen Asset Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,956
Closed -$181K – 791
2024
Q4 		$181K Buy
+1,956
New +$188K 0.01% 323

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Van Hulzen Asset Management's MOAT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 1,956 shares — an estimated $181K sold.

Van Hulzen Asset Management first reported a position in MOAT in Q4 2024 and held it in 1 quarter. The position peaked at $181K in Q4 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,956 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $181K.
  • Van Hulzen Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $181K in Q4 2024.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.